Funnels and B2B
Give buyers an answer. Sales gets the meeting.
Carbon swaps the long demo form for a short journey: a few smart questions, an instant price or ROI estimate, then a booked call with the right rep.
01 · Team size
02 · Today
03 · The answer
04 · The meeting
- Sent to HubSpot with owner Jordan Lee
- Demo booked · Thu 11:30 CT
Example journey for Northbeam Analytics, a fictional B2B brand
- Sent to HubSpot with owner Jordan Lee
- Demo booked · Thu 11:30 CT
Example journey for Northbeam Analytics, a fictional B2B brand.
01 · Replace the form
Eleven fields, then silence. No wonder they leave.
Long forms ask for everything and give nothing back, so the best buyers bounce and the rest wait for an email. A Carbon journey asks five easy questions and answers first.
Thanks. Someone will be in touch within 2 business days.
After · a Carbon journey
- 01How many people are on your team?
- 02What are you using today?
- 03When do you want to roll this out?
- 04Where should we send your estimate?
- 05Confirm your phone
After · Carbon journey
- 01How many people are on your team?
- 02What are you using today?
- 03When do you want to roll this out?
- 04Where should we send your estimate?
- 05Confirm your phone
| Demo form | Carbon journey | |
|---|---|---|
| What the visitor does | Taps 5 answers | |
| What they get back | Their estimate, on the spot | |
| When they get it | First screen under 1 s on 4G | |
| What sales receives | Score, answers, estimate and a booked slot |
Your rep sees
The same estimate and plan, in the CRM, before the call starts.
Desktop embed and phone, same journey
02 · Answer first
Show the number they came for. Then ask for the meeting.
Buyers want a price, a payback or a plan before they talk to anyone. Carbon calculators turn answers into an estimate on the spot, and it travels with the lead to your rep.
ROI and savings calculators
Team size and current tools become “$38k–$52k saved a year”, with the math shown.
Price estimates
Seat, usage or project pricing as a range you control, shown before contact details.
Plan recommendations
“Growth plan, 60 seats” with the reasons listed right underneath.
03 · Route to sales
The right rep hears in seconds. The rest get a next step.
Every lead is scored on the answers that matter to you, checked for a real phone and work email, then sent where it should go. No more sales complaining about the form.
New lead · Demo request
Dana Okafor
VP Finance · Lumen Freight
- Team
- 51–200 people
- Today
- Spreadsheets
- Rollout
- This quarter
- Estimate
- $38k–$52k a year
Seconds later
HubSpot
SyncedContact and deal created with every answer. Owner set by round-robin. Salesforce works the same way.
Carbon app
Hot lead: Dana Okafor, Lumen Freight. 51–200 people, spreadsheets today, estimate $38k–$52k. Booked Thu 11:30 with @Jordan.
Jordan Lee’s calendar
BookedThu Sep 26 · 11:30–11:50 CT. Invite, Zoom link and the buyer’s estimate attached.
- Sent to HubSpot with owner Jordan Lee
- Demo booked · Thu 11:30 CT
Seconds later
HubSpot or Salesforce
Contact and deal with every answer, owner by round-robin.
# sales on Slack
Hot lead: Dana Okafor, 51–200 people, booked Thu 11:30 with @Jordan.
Jordan Lee’s calendar
Thu Sep 26 · 11:30 CT. Invite and estimate attached.
Rules by score
Written the way you’d say them.
Automations run on their own: route by score, product, region or deal size, and round-robin across the team.
- 70 or more
- Book a time with the next rep in the rotation, alert #sales.
- 40 to 69
- Create the deal and text the owner to call within 5 minutes.
- Under 40
- Send the guide, add to nurture, keep them out of the rep queue.
04 · Change and test
Change any question yourself. Let the results pick the winner.
Marketing owns the journey. Carbon tests every question and tells you which wording brings more qualified buyers.
No developer queue
Edit wording, order, branching and scoring in the builder. Publish in a click, roll back any time.
A/B on every question
Split traffic on any step. Winners are called on qualified leads and booked demos, not form fills.
Find the question that costs you
Drop-off per step shows exactly where buyers leave, so you fix the one that matters.
05 · Answers that close
Know which answers close. Not just which ones convert.
Closed-won syncs back from HubSpot or Salesforce, so every answer is ranked by the pipeline it created. The lead score learns what your best reps already know.
Which answers sell · 90 days
Teams of 51–200 people close 3.1× more often.
| Answer | Became an opportunity |
|---|---|
| 51–200 peopleHow many people are on your team? | 31% · 3.1× |
| SpreadsheetsWhat are you using today? | 26% · 2.6× |
| Rolling out this quarterWhen do you want to roll this out? | 19% · 1.9× |
| Finance owns reportingWho owns reporting today? | 15% · 1.5× |
| Just researchingWhen do you want to roll this out? | 2% · 0.2× |
Example workspace. Figures are illustrative.
06 · Your stack
Works with the site you already have. And the tools sales lives in.
<script src="https://crbnl.co/j.js"
data-journey="nb-demo"></script> -
Embed on any page
One line of code on Webflow, WordPress, HubSpot pages or your own app. Or a full-page journey.
-
Your own domain
Run journeys on get.yourcompany.com with your fonts, colors and logo.
-
Short links on crbnl.co
A tidy link for every ad, email and QR code, with the source kept on the lead.
-
CRM and calendars
HubSpot, Salesforce, Pipedrive, Google and Outlook calendars, Slack and Zapier.
-
API and webhooks
Every answer, score and booking as an event your own systems can use.
-
AI assistants
Buyers can get your estimate inside ChatGPT and Claude, then land in your journey.
<script src="https://crbnl.co/j.js"
data-journey="nb-demo"></script> 07 · Who it’s for
Any team that sells from a landing page. Same journey, your questions.
| Industry | First question | Answer shown | Goes to |
|---|---|---|---|
| B2B software | “How many people are on your team?” | Shows: ROI or seat-price estimate | Demo with the right rep |
| Insurance | “What would you like to insure?” | Shows: Premium range | Licensed agent callback |
| Mortgage | “Buying or refinancing?” | Shows: Rate and payment estimate | Loan officer |
| Solar | “What’s your average monthly power bill?” | Shows: Savings and system size | Site survey booking |
| Education | “Which program are you interested in?” | Shows: Tuition and start dates | Admissions advisor |
| Healthcare | “Is this for you or someone you care for?” | Shows: Care options and cost | Care coordinator |
| Legal | “What kind of matter is this?” | Shows: Fee range and next steps | Intake team |
Private beta
Bring your demo form. Leave with one that books meetings.
In 30 minutes we map your questions, your estimate and your routing with you. Plans from $129 a month, billed yearly.